EP1 | 誰需要財務規劃? feat.上勤理財顧問-王聖涵 episode artwork

EPISODE · Feb 18, 2024 · 27 MIN

EP1 | 誰需要財務規劃? feat.上勤理財顧問-王聖涵

from 副總裁的理財日誌 · host 陳志彥 James

來賓:上勤財務顧問 董事長-王聖涵 本集重點 【財務顧問】與一般理專/保險業務的不同 什麼人適合做財務規劃? 財務規劃的案例分享-原來創業也需要財務規劃 希望大家能夠訂閱我的podcast頻道 接下來每2周,我會邀請一位財務規劃的專家來分享如何做好個人的資產管理。 如果你喜歡,也記得分享給更多朋友一起來收聽! -- Hosting provided by SoundOn

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EP1 | 誰需要財務規劃? feat.上勤理財顧問-王聖涵

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